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5 Things to Know Before Changing Service Providers

5 Things to Know Before Changing Service Providers

Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top…

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SEP or 401(k) Profit Sharing Plan

Which Should You Choose? The Simplified Employee Pension Plan (“SEP”) IRA and the 401k Profit Sharing Plan (401k PS) are…

What Is a Safe Harbor 401(k) Plan and Is It Right For Your Company?

What Is a Safe Harbor 401(k) Plan and Is It Right For Your Company?

A Safe Harbor 401(k) plan has become an increasingly popular benefit for business owners. That’s because it opens the door…

Q1 2022 – Plan Sponsor Quarterly Update

Q1 2022 – Plan Sponsor Quarterly Update

Q1 Edition, January 2022 Welcome to Plan Sponsor Quarterly Update As your Third-Party Administrator (TPA), we are privileged to have…

Plan Theft as DOL Area of Focus

Plan Theft as DOL Area of Focus

By Kelsey Mayo, Partner, Poyner Spruill Plan theft is a perennial hot-button issue in the benefit plan arena. Recent estimates…

Best Practices for Plan Sponsors

Best Practices for Plan Sponsors

By Kelsey Mayo, Partner, Poyner Spruill What does “testing season” mean? Qualified plans provide great tax benefits—a tax deferral for…